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Private Banking Share Dealing

Learn how you could make your money work harder for you and your family.

Our special Share Dealing rates for Private Banking customers, let you keep more of your returns

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No account fee

Usually £40 per year.

£0 trading fees on regular investing

Investment types to suit your investment style

Consolidate your investments easily

Transfer your investments

Transfer your investments, ISAs and share certificates into a Share Dealing ISA or Account, and you can receive up to £2,500 in cashback. Simply transfer a combined £20,000 or more and you can benefit from a reward of between £100 and £2,500, depending on how much you transfer (SIPP transfers not included). Offer ends 30/04/2025 and you must have left your £20,000 (or more) invested until 31/10/2025. Account fees and offer terms apply. Capital at Risk.

How do I get cashback? This opens in the same tab

Service eligibility

The discounted Share Dealing offer is available for Private Banking and Mayfair Banking clients. 

 

Private Banking service

Our Private Banking service is designed for customers with:

  • £250,000 or more in savings and/or investments 

or

  • A mortgage of £750,000 or more with Lloyds, excluding personal pensions or property.

You'll benefit from a personal telephone relationship with a dedicated Relationship Manager, who understands your needs and expectations.

Private Banking accounts

Mayfair Banking

Our Mayfair service is for clients with:

  • £2 million or more in assets 

or

  • An annual income of £500,000 or more.

Wealth of this nature is inherently more complex. Our Mayfair Banking service provides you with a face-to-face and telephone relationship with a Private Banking Manager, who is well versed in dealing with your unique circumstances.

Mayfair Banking Accounts

New customers

Call us on:

0800 085 9181

Existing customers call us on:

0345 300 2750

Calls may be monitored and recorded. Calls cost may vary depending on your service provider.

or

Request a callback

 

How it works

1. Take your pick

Select from one of our two accounts to help get you started.

Share Dealing ISA

Share Dealing Account

2. Get a free account

Contact your Relationship Manager on:

 0345 300 2750

Lines open 8am – 8pm, seven days a week, and closed on Bank Holidays.

Your Relationship Manager will be able to provide you with the discount code for the Share Dealing offer.

3. Start trading

Trade with our full range of shares (UK and International shares), ETFs, Funds, Investment Trusts, Bonds and Gilts.

Plus, our research tools, articles and insights can also help you stay updated on all things investing.

Research the market

Please remember that the value of investments and the income from them can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek financial advice. There will normally be a charge for this. Tax treatment depends on individual circumstances and current UK tax rules

You’re in control

Invest a lump sum at any time, or regular amounts on a monthly basis – whatever works for you. You can select from a wide range of investments.

Easy to switch

There's never been a better time for you to transfer your investments to us.

All in one place

Access your account alongside your other bank accounts in our Mobile Banking app.

Why invest with Lloyds?

After 250 years helping Britain prosper, we can help your money work harder too. How does it work?

Why invest with Lloyds?

After 250 years helping Britain prosper, we can help your money work harder too. How does it work?

Simple choice

Looking for some investment ideas? Check out our ETF Quicklist and  Funds Select List for investment inspiration.

No two investors are the same

That’s why we deliver investment opportunities and insights that work for you.

What charges do I pay?

Our Private Bank Share Dealing charges are simple.

Share Dealing ISA

Perfect for choosing your own stocks and shares, funds, ETFs and more.

  • Create and control your own portfolio.
  • ETF Quicklist and Funds Select list - to help you choose your next investment.
  • Invest up to £20,000 every tax year.
  • Free regular investments.
  • All profits are free from Capital Gains or UK Income Tax.
Share Dealing ISA

Share Dealing Account

When you have used your annual ISA allowance, and want to keep trading.

  • Create and control your portfolio.
  • ETF Quicklist and Funds Select list - to help you choose your next investment.
  • No investment limits (tax may apply).
  • Free regular investments.
Share Dealing Account

Invest Wise

Independence is exciting and challenging. It’s why we introduced free investment accounts for 18-25 year olds. So they can take their first steps towards financial freedom with a name you can trust.

Invest Wise accounts

Invest Wise

Independence is exciting and challenging. It’s why we introduced free investment accounts for 18-25 year olds. So they can take their first steps towards financial freedom with a name you can trust.

Invest Wise accounts

Important share dealing information

The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.